Bay Harbor Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bay Harbor Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27K	Hold	40	–	–	﹤0.01%	776
2026 Q1	$1.22K	Buy	+40	New	+$1.21K	﹤0.01%	698

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Bay Harbor Wealth Management's SCHD Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 40 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Bay Harbor Wealth Management first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bay Harbor Wealth Management held 40 shares of Schwab US Dividend Equity ETF worth $1.27K as of Q2 2026.
Bay Harbor Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #776 holding.
Bay Harbor Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.